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JMVZX vs JVMCX
JMVZX vs JVMCX Comparison
Open Charts JMVZX vs JVMCX
JPMorgan Mid Cap Value R2
Price$31.69
Change-$0.43 (-1.34%)
VolumeN/A
Net Assets12.24B
JHancock Disciplined Value Mid Cap C
Price$25.82
Change-$0.30 (-1.15%)
VolumeN/A
Net Assets21.46B
JMVZX vs JVMCX Comparison Chart
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JMVZX vs. JVMCX commentary
Jun 16, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JMVZX is a Buy and JVMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.5B vs. JMVZX (12.2B). JMVZX pays higher dividends than JVMCX: JMVZX (0.50) vs JVMCX (0.00). JMVZX was incepted earlier than JVMCX: JMVZX (17 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than JMVZX (1.46). JVMCX is a more actively managed with annual turnover of: 47.00 vs. JMVZX (28.00). JMVZX has a lower initial minimum investment than JVMCX: JMVZX (0) vs JVMCX (1000). JVMCX annual gain was more profitable for investors over the last year : -4.05 vs. JMVZX (-4.82). JVMCX return over 5 years is better than : 45.41 vs. JMVZX (8.93).
| JMVZX | JVMCX | JMVZX / JVMCX | |
| Total Expense Ratio | 1.35 | 1.87 | 72% |
| Annual Report Gross Expense Ratio | 1.46 | 1.88 | 78% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | -2.312 | 2.055 | -112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 21.5B | 57% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | -4.82 | -4.05 | 119% |
| Returns for 3 years | -2.72 | 13.31 | -20% |
| Returns for 5 years | 8.93 | 45.41 | 20% |
| Returns for 10 years | -9.18 | 25.18 | -36% |
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